Civic Intelligence

Winthrop University Foundation

990 • Fiscal year 2023 • EIN 23-7378001

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profilewww.winthrop.edu/foundation

View Organization Page

2020 Alumni Drive Stewart HouseRock Hill, SC 29733

(803) 323-2229

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.02x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.26x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

40th percentile

0.4%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$534,161

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$82,758,177

Up $8,924,250 (+12%) from 2022

Net Assets

Up

$81,396,983

Up $8,905,448 (+12%) from 2022

Liabilities

Up

$1,361,194

Up $18,802 (+1.4%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin40th percentile

Revenue

Down

$5,235,855

Down $1,018,473 (-16%) from 2022

Expenses

Up

$5,212,301

Up $565,863 (+12%) from 2022

Net Income

Down

$23,554

Down $1,584,336 (-99%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $31,172,355Liabilities 2010: $72,809Net Assets 2010: $31,099,5462010Assets 2011: $38,483,076Liabilities 2011: $3,595,739Net Assets 2011: $34,887,3372011Assets 2013: $46,801,745Liabilities 2013: $3,165,731Net Assets 2013: $43,636,0142013Assets 2014: $48,971,654Liabilities 2014: $3,027,147Net Assets 2014: $45,944,5072014Assets 2016: $51,013,627Liabilities 2016: $2,085,570Net Assets 2016: $48,928,0572016Assets 2017: $58,721,451Liabilities 2017: $1,903,154Net Assets 2017: $56,818,2972017Assets 2018: $56,063,439Liabilities 2018: $1,518,057Net Assets 2018: $54,545,3822018Assets 2019: $68,775,010Liabilities 2019: $1,977,136Net Assets 2019: $66,797,8742019Assets 2020: $79,370,276Liabilities 2020: $1,973,698Net Assets 2020: $77,396,5782020Assets 2021: $89,194,270Liabilities 2021: $1,824,772Net Assets 2021: $87,369,4982021Assets 2022: $73,833,927Liabilities 2022: $1,342,392Net Assets 2022: $72,491,5352022Assets 2023: $82,758,177Liabilities 2023: $1,361,194Net Assets 2023: $81,396,9832023

Highlighted filing

2023

Assets$82,758,177
Liabilities$1,361,194
Net Assets$81,396,983
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0Expenses 2010: $3,315,3452010Expenses 2011: $4,133,8512011Revenue 2013: $7,719,528Expenses 2013: $3,902,213Net Income 2013: $3,817,3152013Revenue 2014: $6,165,275Expenses 2014: $4,490,759Net Income 2014: $1,674,5162014Revenue 2016: $8,121,843Expenses 2016: $3,942,650Net Income 2016: $4,179,1932016Revenue 2017: $4,667,272Expenses 2017: $3,602,706Net Income 2017: $1,064,5662017Revenue 2018: $6,597,667Expenses 2018: $3,378,853Net Income 2018: $3,218,8142018Revenue 2019: $8,237,307Expenses 2019: $3,902,348Net Income 2019: $4,334,9592019Revenue 2020: $6,052,572Expenses 2020: $2,986,130Net Income 2020: $3,066,4422020Revenue 2021: $7,336,925Expenses 2021: $3,700,127Net Income 2021: $3,636,7982021Revenue 2022: $6,254,328Expenses 2022: $4,646,438Net Income 2022: $1,607,8902022Revenue 2023: $5,235,855Expenses 2023: $5,212,301Net Income 2023: $23,5542023

Highlighted filing

2023

Revenue$5,235,855
Expenses$5,212,301
Net Income$23,554
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$10,059,624
Mission and Program Overview

Mission

To support and enhance winthrop university by encouraging alumni and friends to provide private funds and other resources for the university's benefit, to manage those assets, and to provide volunteer leadership in support of the university's objectives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$68,093,229$77,528,652▲ $9,435,423
Cash and Non-Interest-Bearing Accounts$3,053,237$1,982,800▼ $1,070,437
Pledges and Grants Receivable$877,153$1,274,275▲ $397,122
Prepaid Expenses and Deferred Charges$17,177$11,244▼ $5,933
Inventories for Sale or Use$2,000$2,000→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$73,833,927$82,758,177▲ $8,924,250
Other Assets Total$1,791,131$1,959,206▲ $168,075
Liabilities
Other Liabilities$1,144,814$1,059,945▼ $84,869
Accounts Payable and Accrued Expenses$197,578$301,249▲ $103,671
Total Liabilities$1,342,392$1,361,194▲ $18,802
Net Assets / Fund Balance
Net Assets With Donor Restrictions$70,329,480$78,222,236▲ $7,892,756
Net Assets Without Donor Restrictions$2,162,055$3,174,747▲ $1,012,692
Total Net Assets Fund Balance$72,491,535$81,396,983▲ $8,905,448
Total Liabilities and Net Assets / Fund Balance$73,833,927$82,758,177▲ $8,924,250

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$92,679$92,679

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$70,358,136$1,048,255▲ $10,256,639-$78,220,755
2022$85,216,933$2,299,837▼ $12,930,635-$70,358,136
2021$75,542,059$3,203,639▲ $9,720,085$44,330$85,216,933
2020$65,235,849$3,376,743▲ $9,409,849-$75,542,058
2019$52,972,221$4,836,930▲ $10,762,794-$65,235,849
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Edward SernaUniversity Pres.PT$175,000$16,714$191,714
Mrs Robin EmbryExecutive DirectorFT$127,019$36,847$163,866

Board Members and Trustees

NameTitle
Mr Bob BreakfieldPast President
Mr Peter MoroniPresident
Dr Andy WilsonDirector
Mr Andy PopenfooseDirector
Mr Chris TidwellDirector
Mr Claude CloseDirector
Mr Creighton HayesDirector
Mr Eric KlemanDirector
Mr Harry EmersonDirector
Mr Matt DoschDirector
Mr Sylvester OwensDirector
Mrs Catherine FairclothDirector
Mrs Dawn JohnsonDirector
Mrs Jan IveyDirector
Mrs Terry Grayson-CaprioDirector
Ms Chelsea BrownDirector
Mr Scott MeltonEx-Officio
Mrs Casey FerriEx-Officio
Mrs Suzanne HarnoisEx-Officio
Dr Sue RexSecretary
Mrs Linda WarnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,300,314
Program Service Revenue
$68,316
Investment Income
$1,855,162
Other Revenue
$12,063
All Other Contributions
$3,289,467
Change in Net Assets
$23,554

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$60,000Fair Market Value (FMV)
Historical Artifacts2$5,000Fair Market Value (FMV)
Total Noncash Contributions3$65,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,057,549
Revenue Not Reported on Financial Statements
$178,306
Revenue Not Reported on Form 990
$8,881,894
Total Revenue per Audited Statements
$13,939,443
Total Revenue per Form 990
$5,235,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,034,366
Salaries, Compensation, and Employee Benefits$682,239
Other Expenses$495,696
Total Fundraising Expense$386,053
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,034,366--$4,034,366
Current Officers, Directors, Trustees, and Key Employees$232,679$98,320$24,580$355,579
Other Salaries and Wages$134,015$30,463$162,182$326,660
Fees for Service Investment Mgmnt Fees-$178,306-$178,306
Fees for Services Other-$21,249$80,025$101,274
Office Expenses-$13,868$27,357$41,225
Travel$5,485$2,755$20,926$29,166
Occupancy$7,764$4,787$389$12,940
All Other Expenses$5,195$7,270-$12,465
Insurance-$8,882-$8,882
Other Expenses$6,384$2,449$26,607$8,833
Total Functional Expenses$4,425,888$400,360$386,053$5,212,301

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,212,301
Expenses per Audited Statements$5,033,995
Total Expenses per Audited Statements$5,033,995
Expenses Not Reported on Financial Statements$178,306
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winthrop UniversityRock Hill, SC-Scholarships$3,950,173
Alumni Assoc of Win UnivRock Hill, SC-Operating Expenses$29,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,710
Fundraising Direct Expenses$8,690
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
WU Golf Classic$30,557$19,710$8,690$11,020
Total Events$30,557$19,710$8,690$11,020
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Actuarial Liab of Annuities Payable$1,036,261
Payroll Liabilities$13,684
Guarantee Rent Liability$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is completed following receipt of the independent auditor's report and audited financial statements. Reviewed by the audit committee with the auditor and delivered electronically to all winthrop university foundation board members prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The foundation's conflict of interest policy is distributed annually at the first board meeting of the year and as part of the new board member orientation. Each board director completes a questionnaire to establish their independence and determine if a conflict exists. This document is reviewed by the executive director of the foundation and kept on file. Members of the board of directors are mandated to disclose potential conflicts of interest and recuse themselves from any action. Such action is documented in the official board minutes.”

Form 990, Part VI, Section B, Line 15A

“Staff salaries and benefits comprising total compensation are reviewed annually as part of the regular budgeting forecast by the operations committee and the board of directors. The executive director is responsible for the annual evaluation of staff including self-appraisal as well as performance review by the immediate supervisor. Comparable position salary ranges for all positions from similar sized nonprofit organizations are reviewed annually to establish reasonableness. Sources for comparable data are from professional organizations serving higher education foundations including council for advancement and support education (case), association of governing board (agb) and guidestar.”

Form 990, Part VI, Section B, Line 15B

“See answer to form 990, part vi, line 15a above”

Form 990, Part VI, Section C, Line 19

“The winthrop university foundation's governing documents are available on the organization's website at www.winthrop.edu/foundation. Additionally, the irs form 990 is also available upon request at the foundation office.”

Filing and Contact Details

Filer

Filer Name
Winthrop University Foundation
EIN
23-7378001
Phone
8033232229
Address
2020 Alumni Drive Stewart House, Rock Hill, SC 29733

Signing Officer

Name
Mrs Robin Embry
Title
Executive Director
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
Sc
Voting Board Members
21
Independent Board Members
21
Employees
6
Volunteers
35

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in cash surrender value = $6806”

Form 990, Part XI, Line 9

“Change in split-interest trusts = $67370”

Form 990, Part XI, Line 9

“Provision for doubtful accounts = -$48924”

Form 990, Part XI, Line 9

“Provision for pledge discounts = -$24057”

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Change in value in split interest trusts $67370 change in cash surrender value $6806 provision for doubtful accounts $-48924 provision for pledge discounts $-24057”

Raw XML AppendixShowing 400 of 781 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm6Ms Chelsea Brown
IRS990/Form990PartVIISectionAGrp/PersonNm7Mrs Linda Warner
IRS990/Form990PartVIISectionAGrp/PersonNm8Mr Eric Kleman
IRS990/Form990PartVIISectionAGrp/PersonNm9Mr Andy Popenfoose
IRS990/Form990PartVIISectionAGrp/PersonNm10Mr Matt Dosch
IRS990/Form990PartVIISectionAGrp/PersonNm11Mrs Terry Grayson-Caprio
IRS990/Form990PartVIISectionAGrp/PersonNm12Mr Creighton Hayes
IRS990/Form990PartVIISectionAGrp/PersonNm13Mr Chris Tidwell
IRS990/Form990PartVIISectionAGrp/PersonNm14Mrs Suzanne Harnois
IRS990/Form990PartVIISectionAGrp/PersonNm15Mrs Jan Ivey
IRS990/Form990PartVIISectionAGrp/PersonNm16Mr Sylvester Owens
IRS990/Form990PartVIISectionAGrp/PersonNm17Mrs Dawn Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm18Dr Sue Rex
IRS990/Form990PartVIISectionAGrp/PersonNm19Dr Andy Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm20Mr Harry Emerson
IRS990/Form990PartVIISectionAGrp/PersonNm21Mrs Casey Ferri
IRS990/Form990PartVIISectionAGrp/PersonNm22Mr Scott Melton
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IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,758,177
Liabilities
$1,361,194
Net assets
$81,396,983
Revenue
$5,235,855
Expenses
$5,212,301
Net income
$23,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$82.8$1.36$81.4$5.24$5.21$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.8$1.34$72.5$6.25$4.65$1.61
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.2$1.82$87.4$7.34$3.70$3.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.4$1.97$77.4$6.05$2.99$3.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.8$1.98$66.8$8.24$3.90$4.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.1$1.52$54.5$6.60$3.38$3.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.7$1.90$56.8$4.67$3.60$1.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.0$2.09$48.9$8.12$3.94$4.18
2014Detailed filing. Detailed filing data is available for this year.$49.0$3.03$45.9$6.17$4.49$1.67
2013Detailed filing. Detailed filing data is available for this year.$46.8$3.17$43.6$7.72$3.90$3.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.5$3.60$34.9$4.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$0.07$31.1$3.32